Up and Running

MAY 28, 2015

We recently had Tim Berry, Palo Alto Software founder and business planning expert, present our Bplans audience with his latest advice on lean business planning. Start your lean business plan today: Download our Free Lean Plan Template one-page-pitch-download.pdf. I’m going to start with what’s a lean business plan.

Lean 60

Lean Business Plan Video Software Review 60

Duct Tape Marketing

FEBRUARY 10, 2022

Jason is a Co-founder of Thriveal, a firm that helps entrepreneurial CPA firms connect, learn and grow. He’s also the CEO of Blumer CPAs where they serve as an advisory firm for the design marketing and creative agency services niches. Marketing Podcast with Jason Blumer. Jason Blumer (01:14): Hey John, thanks for having me.

CPA 71

CPA Technical Review Revenue Forecast 71

Up and Running

AUGUST 28, 2019

Consider finding and working with a CPA and a lawyer. Also, creating a quick lean financial forecast will help ensure your business idea is viable and financially sound. Because of its popularity, Delaware is also statistically a popular state for investors to finance businesses.

Delaware 83

Delaware Stock Nevada Technical Review 83

Up and Running

AUGUST 22, 2018

For more information: Your local community college is a great place to start when it comes to vocational training, as well as by searching local trade schools in your area. However, if you have a background in finance, or would like to pursue the schooling, starting a financial planning business might be the right small business idea for you.

Small Business 119

Small Business Business Plan Lean Community 119

Up and Running

JULY 29, 2016

Actually, they hadn’t even asked basic questions about financing or labor costs. Looking at the financials for this type of juggernaut is a complicated matrix that only a CPA could understand! Seniors don’t normally travel very far when searching for an assisted living home. If they had, it’s likely my head would have exploded.

Semantic 60

Semantic CPA Business Plan Washington 60

ConversionXL

APRIL 6, 2016

Look to forums, comparison sites, social chatter (set alerts), and advanced Google searches for your brand + competitors’ brands etc. Meet regularly – how would you feel if finance only “met when needed.” This entire model is very close to the Lean Startup model. Increase LTV –> higher CPA.

Retention 48

Retention Algorithm Software Review Conversion 48